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Institutional Investment Manager
HERALD INVESTMENT MANAGEMENT Ltd
HERALD INVESTMENT MANAGEMENT Ltd (CIK: 0001512022), located at 10-11 Charterhouse Square, London. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Portfolio Summary: 86 holdings with a total value of $258,281,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 RADWARE LTD 676,000 14,879,000 5.76%
2 KOFAX LTD 2,100,000 14,645,000 5.67%
3 SILICON MOTION TECHN 600,000 14,184,000 5.49%
4 ADVENT SOFTWARE INC 436,588 13,373,000 5.18%
5 ACTUATE CORP 1,594,100 10,505,000 4.07%
6 CAVIUM INC 157,500 9,723,000 3.76%
7 DESCARTES SYS GROUP INC 550,000 8,151,000 3.16%
8 PEGASYSTEMS INC 381,000 7,913,000 3.06%
9 MELLANOX TECHNOLOGIES LTD 178,400 7,623,000 2.95%
10 VIASAT INC 100,000 6,301,000 2.44%
11 AVG Technologies NV 300,000 5,922,000 2.29%
12 SYNOPSYS INC 165,587 5,916,000 2.29%
13 SPANSION INC 171,200 5,858,000 2.27%
14 CEVA Inc 318,382 5,775,000 2.24%
15 PROOFPOINT INC 119,403 5,758,000 2.23%
16 VASCO DATA SEC INTL INC 200,000 5,642,000 2.18%
17 AMERIPRISE FINANCIAL, INC. 250,000 5,480,000 2.12%
18 NETSCOUT SYS INC 150,000 5,480,000 2.12%
19 Essendant Inc Com 300,000 5,121,000 1.98%
20 BOINGO WIRELESS INC COM 660,000 5,062,000 1.96%
21 YELP INC 90,000 4,925,000 1.91%
22 WEBSITE PROS INC COM 250,000 4,748,000 1.84%
23 Callidus Software Inc 260,000 4,241,000 1.64%
24 BRIGHTCOVE INC COM 471,000 3,664,000 1.42%
25 51JOB INC SP ADR REP COM 80,000 2,867,000 1.11%
26 SPS COMM INC 50,000 2,827,000 1.09%
27 HYDROGENICS CORP NEW 210,000 2,776,000 1.07%
28 NIMBLE STORAGE INC 100,182 2,754,000 1.07%
29 APPLE COMPUTER INC 24,415 2,695,000 1.04%
30 NOVADAQ TECHNOLOGIES INC 152,623 2,537,000 0.98%
31 BANKRATE INC DEL COM 200,000 2,486,000 0.96%
32 FABRINET SHS 140,000 2,482,000 0.96%
33 CHIPMOS TECH BERMUDA LTD 105,000 2,449,000 0.95%
34 ALLIANCE FIBER OPTIC PRODS INC COM NEW 168,474 2,445,000 0.95%
35 INPHI CORPORATION 120,000 2,219,000 0.86%
36 PLANET PAYMENT INC 1,082,000 2,196,000 0.85%
37 Support.Com Inc 1,047,100 2,189,000 0.85%
38 QUALYS INC 56,000 2,111,000 0.82%
39 ATTUNITY LTD 188,800 2,030,000 0.79%
40 POWER INTEGRATIONS INC COM 35,000 1,810,000 0.70%
41 China Distance Education Holdings Ltd 110,000 1,804,000 0.70%
42 SILICOM LTD 50,000 1,740,000 0.67%
43 EMULEX CORP 300,000 1,701,000 0.66%
44 TOP IMAGE SYSTEMS LTD 500,000 1,700,000 0.66%
45 BOTTOMLINE TECH DEL INC COM 67,000 1,692,000 0.66%
46 MOSYS INC 920,000 1,656,000 0.64%
47 MICRON TECHNOLOGY INC 43,000 1,505,000 0.58%
48 GUIDANCE SOFTWARE INC 200,000 1,450,000 0.56%
49 INTEL CORP 38,000 1,379,000 0.53%
50 AKAMAI TECHNOLOGIES INC 20,200 1,272,000 0.49%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001512022-15-000001, filed 2015.02.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.